Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.2M Sell
2025
Q1 		$5.06M Sell
2024
Q4 		$5.23M Buy
2024
Q3 		$4.17M Buy
2024
Q2 		$3.96M Sell
2024
Q1 		$4M Sell
2023
Q4 		$4.24M Sell
2023
Q3 		$4.29M Buy